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Divorce Financial Services

DIVORCE CAN BE OVERWHELMING.
Don't worry about your
financial future, let us help.

Going through a divorce can be extremely emotional, difficult, and complex. Often stress stems from feelings of financial uncertainty. Will you be able to maintain your lifestyle through and after your divorce? Will your kids – especially their college education – be taken care of? Will you understand the financial pros and cons of a settlement proposal? 

Our Certified Divorce Financial Analyst (CDFA®) team at Symphony Wealth Group works alongside you and your attorney to provide clarity, guidance, and strategic insight. We help evaluate assets, model settlement scenarios, and consider long-term financial implications so you can make informed decisions and feel confident about your financial future.

What is a Certified Divorce Financial Analyst&#174;?<br/>

What is a Certified Divorce Financial Analyst®?

From asset division to settlement modeling, we work alongside your attorney to help you make informed, strategic financial decisions during your divorce.

A Certified Divorce Financial Analyst (CDFA®) is a financial professional with a specialized certification from the Institute for Divorce Financial Analysts (IDFA). CDFAs focus on the financial aspects of divorce, helping couples and their attorneys navigate complex issues such as asset and debt division, tax implications, and retirement planning. Their expertise ensures informed decisions and fair settlements during one of life’s most challenging transitions.

We Help You Protect Your Financial Outlook

Working with Symphony Wealth Group’s Certified Divorce Financial Analyst (CDFA®) gives you the insight and guidance to make informed financial decisions throughout the divorce process.

We help you evaluate assets, retirement accounts, alimony, and child support, while developing strategies to support your long-term financial well-being. Whether you’re reviewing settlement options, preparing for life after divorce, or seeking objective financial advice, our CDFA® team provides personalized guidance to help you move forward with clarity and confidence.

Divorce Financial
Services

Divorce Financial <br/>Services
  • Professional client advocate.
  • Gathering and analyzing financial discovery and documentation.
  • Consulting throughout the entire pre-to-post divorce process.
  • Coordinating with your divorce attorney to provide financial insight and litigation support.
  • Modeling financial scenarios based on settlement options.
  • Analyzing the financial impact and tax consequences of settlement scenarios.
  • Forecasting post-settlement financial results.
  • Creating a sustainable financial plan through (and after) divorce including cashflow, retirement and long-term security.
  • Pension valuations.
  • Executive comp valuations.
  • Business valuations.
Learn more

Post-Divorce
Transition Services

Post-Divorce <br/>Transition Services
  • Coordinating the division of assets according to the settlement agreement.
  • Comprehensive financial planning.
  • Investment management.
  • Customized income distribution strategies.
  • Estate and legacy planning.
Learn more

The Benefits of Working with a CDFA®

Understand the long-term financial impact of decisions.

Evaluate property division, retirement accounts, and alimony.

Plan for taxes and investment considerations.

Integrating financial expertise into your legal strategy.

Expert Leadership in Divorce Financial Planning

Breanne&#160;Polonia, AAMS&#174;, CDFA&#174;

Breanne Polonia, AAMS®, CDFA®

With nearly 20 years of experience in the financial services industry, Breanne Polonia is a Wealth Advisor who specializes in helping individuals navigate the financial complexities of divorce and major life transitions. Breanne's career has been shaped by years of hands-on experience and continuous professional development, allowing her to develop a deep understanding of the financial needs of those undergoing significant life changes.

As a Certified Divorce Financial Analyst (CDFA®) and an Accredited Asset Management Specialist (AAMS), Breanne brings valuable expertise to her clients, helping them make informed financial decisions during challenging times. She works closely with clients to create personalized financial strategies, providing clarity and support through some of life’s most pivotal moments.

With Breanne leading our CDFA® services, you gain a trusted partner who not only understands the numbers but also the emotional and practical challenges of divorce.


Alex Monroe, CEPA™

Senior Relationship Manager

(214) 440-3084

alexander.monroe@symphonywg.com

Alex Monroe serves as Senior Relationship Manager at Symphony Wealth Group, providing extensive experience in customer service and financial planning.  Holding a BS in Human Sciences from The Texas Tech University Personal Financial Planning Program.  He brings a solid foundation in understanding client needs and fostering a thoughtful and decisive environment.

In his role, Alex leverages his expertise in Financial Planning principals and his natural analytical approach to help clients gain understanding of their personal goals and progress throughout their lifetime. He is a dedicated member of team SWG and thrives in a collaborative environment working in tandem with our Tax, Estate, and Risk Management teams to find solutions for our clients.  

Alex is a Lubbock Native and proud Red Raider alumnus.  He, his wife, two daughters, and three dogs live in Plano. Alex is an avid fly fisherman and passionate golfer in his free time.

Camryn Brown

Relationship Manager

214-556-3004

camryn.brown@symphonywg.com

Camryn Brown is a dedicated Relationship Manager at Symphony Wealth Group, where she leverages her expertise in finance and client relationship management to deliver personalized wealth solutions. With three years of experience in the financial services industry, Camryn has honed her skills while previously working at Fidelity Investments, gaining valuable insight into investment strategies and client service.

Camryn holds a Bachelor of Science in Finance and a minor in Accounting from Oklahoma State University. A lifelong North Texas native, Camryn resides in Dallas, where she continues to build strong connections both personally and professionally.

Outside of work, Camryn enjoys spending her free time watching films, gathering with family for weekly dinners, and staying active. She’s also a passionate fan of country music and loves attending concerts whenever she can.

Lily Eshpari

Senior Client Service Associate

(214) 440-3087

lily.eshpari@symphonywg.com

Lily Eshpari is a Senior Client Associate with nine years of experience in the industry. She is committed to helping clients navigate their needs with confidence and ease, ensuring a smooth and seamless experience every step of the way. Lily’s expertise in managing complex processes and attention to detail allows her to provide top-notch service, always with the goal of building long-lasting, positive relationships.

Outside of work, Lily is a devoted mother to her son, Tristan. She enjoys reading, traveling, and spending time with her family, always striving to find a balance between her career and personal life.

Lily’s approachable nature, paired with her professional experience, makes her a trusted and valued member of the team.

Minerva Rojas

Senior Client Service Associate

(214) 440-3086

minerva.rojas@symphonywg.com

Minerva Rojas is a dedicated Senior Client Associate with a deep-rooted passion for empowering clients to achieve their goals. Her extensive expertise in managing complex paperwork and processes ensures a seamless and efficient client experience. Minerva excels in navigating intricate documentation, and her commitment to delivering exceptional service fosters strong, enduring relationships with clients.

Her professional acumen is complemented by her approachable and empathetic nature, making her a trusted advocate for her clients. Minerva’s proactive approach and attention to detail are key to her success in resolving challenges and enhancing client satisfaction.

Beyond her professional life, Minerva is a devoted mother of two, cherishing every moment spent with her family. She balances her career with an active lifestyle, reflecting her commitment to maintaining a healthy work-life harmony. Minerva’s vibrant personality and enthusiasm for life not only enrich her personal interactions but also inspire her professional endeavors.

Ross Viergever, CFP®, CEPA™

Senior Relationship Manager

(214) 440-3085

ross.viergever@symphonywg.com

Ross Viergever is a passionate financial planner with a genuine dedication to helping clients achieve their personal and financial aspirations and enhance their quality of life. Ross's career is defined by his unwavering focus on providing value and building lasting relationships. His holistic approach to financial planning means that every strategy is tailored to fit the individual needs and long-term objectives of his clients.

Armed with a business degree from Texas A&M University, where he also minored in Leadership and Financial Planning, Ross combines his strong educational background with real-world expertise to offer exceptional financial guidance. With his CERTIFIED FINANCIAL
PLANNER® (CFP®) designation, Ross brings a wealth of knowledge and a commitment to ethical financial practices. His approach is centered around understanding each client’s unique goals and crafting personalized strategies that align with their values and dreams. Ross also works with small business owners, utilizing his knowledge and resources through his Certified Exit Planning Advisor (CEPA®) credential.  Ross believes that successful financial planning is not just about numbers but about creating a roadmap that supports a fulfilling and balanced life. 

Outside of his professional life, Ross enjoys staying connected and active. He cherishes spending quality time with his wife, Brooke, and their loved ones. His free time is often filled with physical activities such as golfing, traveling to new destinations, and serving in his community. These pursuits not only enrich his life but also help him maintain a well-rounded perspective that he brings to his financial advising practice.

Divorce is complicated, but you don’t have to navigate the financial side alone. Our Certified Divorce Financial Analyst® team is here to provide clarity, guidance, and confidence every step of the way.

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